Montgomery Village Foundation Inc.
Plan context: Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust
EIN 52-0857236 • Montgomery Village, MD • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$6,092,462
2024 Contributions
$473,113
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 46 | $6,092,462 | $473,113 | $10,285iApproximate average salary by contribution assumption: employee only about $257,127 at 4% or $171,418 at 6%; with 50% employer match about $171,418 at 4% or $114,279 at 6%; with 100% employer match about $128,563 at 4% or $85,709 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 46 | $6,092,462 | $473,113 | $10,285iApproximate average salary by contribution assumption: employee only about $257,127 at 4% or $171,418 at 6%; with 50% employer match about $171,418 at 4% or $114,279 at 6%; with 100% employer match about $128,563 at 4% or $85,709 at 6%. |
| 2023 | 1 | 45 | $5,169,879 | $459,104 | $10,202iApproximate average salary by contribution assumption: employee only about $255,058 at 4% or $170,039 at 6%; with 50% employer match about $170,039 at 4% or $113,359 at 6%; with 100% employer match about $127,529 at 4% or $85,019 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 45 | $5,169,879 | $459,104 | $10,202iApproximate average salary by contribution assumption: employee only about $255,058 at 4% or $170,039 at 6%; with 50% employer match about $170,039 at 4% or $113,359 at 6%; with 100% employer match about $127,529 at 4% or $85,019 at 6%. |
| 2022 | 1 | 44 | $5,085,007 | $441,855 | $10,042iApproximate average salary by contribution assumption: employee only about $251,054 at 4% or $167,369 at 6%; with 50% employer match about $167,369 at 4% or $111,580 at 6%; with 100% employer match about $125,527 at 4% or $83,685 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 44 | $5,085,007 | $441,855 | $10,042iApproximate average salary by contribution assumption: employee only about $251,054 at 4% or $167,369 at 6%; with 50% employer match about $167,369 at 4% or $111,580 at 6%; with 100% employer match about $125,527 at 4% or $83,685 at 6%. |
| 2021 | 1 | 46 | $7,345,267 | $431,549 | $9,382iApproximate average salary by contribution assumption: employee only about $234,538 at 4% or $156,358 at 6%; with 50% employer match about $156,358 at 4% or $104,239 at 6%; with 100% employer match about $117,269 at 4% or $78,179 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 46 | $7,345,267 | $431,549 | $9,382iApproximate average salary by contribution assumption: employee only about $234,538 at 4% or $156,358 at 6%; with 50% employer match about $156,358 at 4% or $104,239 at 6%; with 100% employer match about $117,269 at 4% or $78,179 at 6%. |
| 2020 | 1 | 45 | $6,875,893 | $400,723 | $8,905iApproximate average salary by contribution assumption: employee only about $222,624 at 4% or $148,416 at 6%; with 50% employer match about $148,416 at 4% or $98,944 at 6%; with 100% employer match about $111,312 at 4% or $74,208 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 45 | $6,875,893 | $400,723 | $8,905iApproximate average salary by contribution assumption: employee only about $222,624 at 4% or $148,416 at 6%; with 50% employer match about $148,416 at 4% or $98,944 at 6%; with 100% employer match about $111,312 at 4% or $74,208 at 6%. |
| 2019 | 1 | 50 | $7,065,759 | $423,108 | $8,462iApproximate average salary by contribution assumption: employee only about $211,554 at 4% or $141,036 at 6%; with 50% employer match about $141,036 at 4% or $94,024 at 6%; with 100% employer match about $105,777 at 4% or $70,518 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 50 | $7,065,759 | $423,108 | $8,462iApproximate average salary by contribution assumption: employee only about $211,554 at 4% or $141,036 at 6%; with 50% employer match about $141,036 at 4% or $94,024 at 6%; with 100% employer match about $105,777 at 4% or $70,518 at 6%. |
| 2018 | 1 | 51 | $5,718,729 | $392,779 | $7,702iApproximate average salary by contribution assumption: employee only about $192,539 at 4% or $128,359 at 6%; with 50% employer match about $128,359 at 4% or $85,573 at 6%; with 100% employer match about $96,269 at 4% or $64,180 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 51 | $5,718,729 | $392,779 | $7,702iApproximate average salary by contribution assumption: employee only about $192,539 at 4% or $128,359 at 6%; with 50% employer match about $128,359 at 4% or $85,573 at 6%; with 100% employer match about $96,269 at 4% or $64,180 at 6%. |
| 2017 | 1 | 52 | $7,684,310 | $413,408 | $7,950iApproximate average salary by contribution assumption: employee only about $198,754 at 4% or $132,503 at 6%; with 50% employer match about $132,503 at 4% or $88,335 at 6%; with 100% employer match about $99,377 at 4% or $66,251 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 52 | $7,684,310 | $413,408 | $7,950iApproximate average salary by contribution assumption: employee only about $198,754 at 4% or $132,503 at 6%; with 50% employer match about $132,503 at 4% or $88,335 at 6%; with 100% employer match about $99,377 at 4% or $66,251 at 6%. |
| 2016 | 1 | 52 | $6,653,543 | $449,737 | $8,649iApproximate average salary by contribution assumption: employee only about $216,220 at 4% or $144,146 at 6%; with 50% employer match about $144,146 at 4% or $96,098 at 6%; with 100% employer match about $108,110 at 4% or $72,073 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 52 | $6,653,543 | $449,737 | $8,649iApproximate average salary by contribution assumption: employee only about $216,220 at 4% or $144,146 at 6%; with 50% employer match about $144,146 at 4% or $96,098 at 6%; with 100% employer match about $108,110 at 4% or $72,073 at 6%. |
| 2015 | 1 | 52 | $6,055,639 | $352,823 | $6,785iApproximate average salary by contribution assumption: employee only about $169,626 at 4% or $113,084 at 6%; with 50% employer match about $113,084 at 4% or $75,390 at 6%; with 100% employer match about $84,813 at 4% or $56,542 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 52 | $6,055,639 | $352,823 | $6,785iApproximate average salary by contribution assumption: employee only about $169,626 at 4% or $113,084 at 6%; with 50% employer match about $113,084 at 4% or $75,390 at 6%; with 100% employer match about $84,813 at 4% or $56,542 at 6%. |
| 2014 | 1 | 50 | $5,974,175 | $351,839 | $7,037iApproximate average salary by contribution assumption: employee only about $175,920 at 4% or $117,280 at 6%; with 50% employer match about $117,280 at 4% or $78,186 at 6%; with 100% employer match about $87,960 at 4% or $58,640 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 50 | $5,974,175 | $351,839 | $7,037iApproximate average salary by contribution assumption: employee only about $175,920 at 4% or $117,280 at 6%; with 50% employer match about $117,280 at 4% or $78,186 at 6%; with 100% employer match about $87,960 at 4% or $58,640 at 6%. |
| 2013 | 1 | 49 | $5,888,254 | $392,663 | $8,014iApproximate average salary by contribution assumption: employee only about $200,338 at 4% or $133,559 at 6%; with 50% employer match about $133,559 at 4% or $89,039 at 6%; with 100% employer match about $100,169 at 4% or $66,779 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 49 | $5,888,254 | $392,663 | $8,014iApproximate average salary by contribution assumption: employee only about $200,338 at 4% or $133,559 at 6%; with 50% employer match about $133,559 at 4% or $89,039 at 6%; with 100% employer match about $100,169 at 4% or $66,779 at 6%. |
| 2012 | 1 | 54 | $5,063,434 | $376,503 | $6,972iApproximate average salary by contribution assumption: employee only about $174,307 at 4% or $116,205 at 6%; with 50% employer match about $116,205 at 4% or $77,470 at 6%; with 100% employer match about $87,153 at 4% or $58,102 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 54 | $5,063,434 | $376,503 | $6,972iApproximate average salary by contribution assumption: employee only about $174,307 at 4% or $116,205 at 6%; with 50% employer match about $116,205 at 4% or $77,470 at 6%; with 100% employer match about $87,153 at 4% or $58,102 at 6%. |
| 2011 | 1 | 39 | $4,717,111 | $416,929 | $10,690iApproximate average salary by contribution assumption: employee only about $267,262 at 4% or $178,175 at 6%; with 50% employer match about $178,175 at 4% or $118,783 at 6%; with 100% employer match about $133,631 at 4% or $89,087 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 39 | $4,717,111 | $416,929 | $10,690iApproximate average salary by contribution assumption: employee only about $267,262 at 4% or $178,175 at 6%; with 50% employer match about $178,175 at 4% or $118,783 at 6%; with 100% employer match about $133,631 at 4% or $89,087 at 6%. |
| 2010 | 1 | 71 | $4,650,476 | $538,929 | $7,591iApproximate average salary by contribution assumption: employee only about $189,764 at 4% or $126,509 at 6%; with 50% employer match about $126,509 at 4% or $84,339 at 6%; with 100% employer match about $94,882 at 4% or $63,255 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 71 | $4,650,476 | $538,929 | $7,591iApproximate average salary by contribution assumption: employee only about $189,764 at 4% or $126,509 at 6%; with 50% employer match about $126,509 at 4% or $84,339 at 6%; with 100% employer match about $94,882 at 4% or $63,255 at 6%. |
| 2009 | 1 | 65 | $3,752,031 | $411,495 | $6,331iApproximate average salary by contribution assumption: employee only about $158,267 at 4% or $105,512 at 6%; with 50% employer match about $105,512 at 4% or $70,341 at 6%; with 100% employer match about $79,134 at 4% or $52,756 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 65 | $3,752,031 | $411,495 | $6,331iApproximate average salary by contribution assumption: employee only about $158,267 at 4% or $105,512 at 6%; with 50% employer match about $105,512 at 4% or $70,341 at 6%; with 100% employer match about $79,134 at 4% or $52,756 at 6%. |
| 2008 | 1 | 70 | $2,678,152 | $377,342 | $5,391iApproximate average salary by contribution assumption: employee only about $134,765 at 4% or $89,843 at 6%; with 50% employer match about $89,843 at 4% or $59,896 at 6%; with 100% employer match about $67,383 at 4% or $44,922 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 70 | $2,678,152 | $377,342 | $5,391iApproximate average salary by contribution assumption: employee only about $134,765 at 4% or $89,843 at 6%; with 50% employer match about $89,843 at 4% or $59,896 at 6%; with 100% employer match about $67,383 at 4% or $44,922 at 6%. |
| 2007 | 1 | 72 | $3,748,594 | $352,914 | $4,902iApproximate average salary by contribution assumption: employee only about $122,540 at 4% or $81,693 at 6%; with 50% employer match about $81,693 at 4% or $54,462 at 6%; with 100% employer match about $61,270 at 4% or $40,847 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 72 | $3,748,594 | $352,914 | $4,902iApproximate average salary by contribution assumption: employee only about $122,540 at 4% or $81,693 at 6%; with 50% employer match about $81,693 at 4% or $54,462 at 6%; with 100% employer match about $61,270 at 4% or $40,847 at 6%. |
| 2006 | 1 | 91 | $3,246,647 | $384,433 | $4,225iApproximate average salary by contribution assumption: employee only about $105,613 at 4% or $70,409 at 6%; with 50% employer match about $70,409 at 4% or $46,939 at 6%; with 100% employer match about $52,807 at 4% or $35,204 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 91 | $3,246,647 | $384,433 | $4,225iApproximate average salary by contribution assumption: employee only about $105,613 at 4% or $70,409 at 6%; with 50% employer match about $70,409 at 4% or $46,939 at 6%; with 100% employer match about $52,807 at 4% or $35,204 at 6%. |
| 2005 | 1 | 67 | $2,792,551 | $369,728 | $5,518iApproximate average salary by contribution assumption: employee only about $137,958 at 4% or $91,972 at 6%; with 50% employer match about $91,972 at 4% or $61,315 at 6%; with 100% employer match about $68,979 at 4% or $45,986 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 67 | $2,792,551 | $369,728 | $5,518iApproximate average salary by contribution assumption: employee only about $137,958 at 4% or $91,972 at 6%; with 50% employer match about $91,972 at 4% or $61,315 at 6%; with 100% employer match about $68,979 at 4% or $45,986 at 6%. |
| 2004 | 1 | 70 | $2,577,479 | $319,972 | $4,571iApproximate average salary by contribution assumption: employee only about $114,276 at 4% or $76,184 at 6%; with 50% employer match about $76,184 at 4% or $50,789 at 6%; with 100% employer match about $57,138 at 4% or $38,092 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 70 | $2,577,479 | $319,972 | $4,571iApproximate average salary by contribution assumption: employee only about $114,276 at 4% or $76,184 at 6%; with 50% employer match about $76,184 at 4% or $50,789 at 6%; with 100% employer match about $57,138 at 4% or $38,092 at 6%. |
| 2003 | 1 | 50 | $2,594,636 | $247,978 | $4,960iApproximate average salary by contribution assumption: employee only about $123,989 at 4% or $82,659 at 6%; with 50% employer match about $82,659 at 4% or $55,106 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 50 | $2,594,636 | $247,978 | $4,960iApproximate average salary by contribution assumption: employee only about $123,989 at 4% or $82,659 at 6%; with 50% employer match about $82,659 at 4% or $55,106 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%. |
| 2002 | 1 | 54 | $0 | $0 | - |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 54 | - | - | - |
| 2001 | 1 | 52 | $2,439,174 | $276,829 | $5,324iApproximate average salary by contribution assumption: employee only about $133,091 at 4% or $88,727 at 6%; with 50% employer match about $88,727 at 4% or $59,151 at 6%; with 100% employer match about $66,545 at 4% or $44,364 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 52 | $2,439,174 | $276,829 | $5,324iApproximate average salary by contribution assumption: employee only about $133,091 at 4% or $88,727 at 6%; with 50% employer match about $88,727 at 4% or $59,151 at 6%; with 100% employer match about $66,545 at 4% or $44,364 at 6%. |
| 2000 | 1 | 46 | $2,978,973 | $230,620 | $5,013iApproximate average salary by contribution assumption: employee only about $125,337 at 4% or $83,558 at 6%; with 50% employer match about $83,558 at 4% or $55,705 at 6%; with 100% employer match about $62,668 at 4% or $41,779 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 46 | $2,978,973 | $230,620 | $5,013iApproximate average salary by contribution assumption: employee only about $125,337 at 4% or $83,558 at 6%; with 50% employer match about $83,558 at 4% or $55,705 at 6%; with 100% employer match about $62,668 at 4% or $41,779 at 6%. |
| 1999 | 1 | 54 | $3,779,512 | $255,952 | $4,740iApproximate average salary by contribution assumption: employee only about $118,496 at 4% or $78,998 at 6%; with 50% employer match about $78,998 at 4% or $52,665 at 6%; with 100% employer match about $59,248 at 4% or $39,499 at 6%. |
| Montgomery Village Foundation Inc. Retirement and Savings Plan and Trust | - | 54 | $3,779,512 | $255,952 | $4,740iApproximate average salary by contribution assumption: employee only about $118,496 at 4% or $78,998 at 6%; with 50% employer match about $78,998 at 4% or $52,665 at 6%; with 100% employer match about $59,248 at 4% or $39,499 at 6%. |